This article will teach those in the Accounting: Division Admin or Accounting: Corporate Administrator role how to add a step to an existing Payable Invoice Workflow.
- From the Accounting menu, click Settings.
- From the Accounting Settings page, navigate to the Accounts Payable section and click Workflow Editor.
- From the Accounting Settings: Workflows page, click the title of the Workflow that you desire to add a step to.
- From the Accounting Settings: Workflows [Workflow Title] page, click the Actions button and select Add Step.
- Note: Steps must be added in approval order.
- Once the Add New Step window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Title | Enter the title for the Workflow Step. |
| Description | Enter a brief description for the Workflow Step. |
| Role | Select the appropriate role required for the Workflow Step. |
| Scope | If another approver is required when the Payable Invoice exceeds a dollar threshold, enter the dollar amount here; otherwise leave this field blank. |
- Click the Save button.
- Repeat the above steps until you have added all desired Approval Steps to your new Workflow.